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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $191,558 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $84,389 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $65,113 |
ASSET STRATEGY CONSULTANTS9+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 | Accounting | $26,184 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,224 | $88,479+29.1% | $96,543+18.3% | $80,187+42.4% |
| Participation rate | 80.2% | 79.9%+0.3pp | 74.3%+5.8pp | 72.9%+7.3pp |
| Annual return | 20.14% | 22.53%-2.4pp | 35.75%-15.6pp | 40.40%-20.3pp |
| Employer contribution / active EE | $5,079 | $4,177+21.6% | $3,741+35.8% | $2,980+70.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $171 | $211-19.0% | $6,737-97.5% | $145+18.1% |